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Financial Planning Solutions For Consumers

Want help in implementing some of the ideas I’ve written about on this blog?

In search of a financial planning professional who can work with you get your financial house in order and provide ongoing guidance?

Looking for an advisor who can help you manage your portfolio to achieve the retirement and other goals you’ve been accumulating for all these years?

Below are several companies I’ve been a part of building and launching, that can offer you assistance.

Financial Planning & Wealth Management

Buckingham Strategic Wealth

A deep commitment to helping you fulfill your financial dreams through evidence-based planning.

Visit Buckingham Strategic Wealth

XY Planning Network

Financial Planning Advice For Gen X and Gen Y For An Affordable Monthly Fee From A CFP Professional

Visit XY Planning Network

Join 40,917 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

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Want to know how to explain what your advice is worth?

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Join 40,917 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 40,917 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 40,917 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

JOIN 40,917 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

Your email address will be used solely for Kitces.com updates and NEVER sold or shared with anyone!

JOIN 40,917 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

100% privacy. At Kitces.com, advisors come first. 

JOIN 40,917 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice